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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

IBDQ was delisted on the 15th of December, 2025.

147 hedge funds and large institutions have $732M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 80 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 25

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $671M → $732M (+$60.8M)

1% more funds holding

Funds holding: 146147 (+1)

0.17% less ownership

Funds ownership: 69.34%69.17% (-0.17%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.58%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
14
Increased
80
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
76
Murphy Middleton Hinkle & Parker
Georgia
$866K +$25.3K +936 +3%
PLFAM
77
Pineno Levin & Ford Asset Management
Virginia
$861K
Stifel Financial
78
Stifel Financial
Missouri
$837K +$59K +2,179 +8%
FPS
79
Fieldpoint Private Securities
Connecticut
$778K
LF
80
Lee Financial
Texas
$730K
APA
81
American Portfolios Advisors
New York
$718K +$152K +5,598 +26%
JHCP
82
Jackson Hole Capital Partners
Oklahoma
$691K +$152K +5,620 +28%
SI
83
Stephens Inc
Arkansas
$679K +$405K +14,947 +145%
JP Morgan Chase
84
JP Morgan Chase
New York
$662K +$259K +9,561 +63%
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$618K -$624K -23,035 Closed
PGAM
86
Princeton Global Asset Management
New Jersey
$612K +$574K +21,213 +1,338%
AF
87
Arrow Financial
New York
$598K +$56.6K +2,089 +10%
CIA
88
Covington Investment Advisors
Pennsylvania
$557K +$33K +1,220 +6%
WFA
89
Wells Financial Advisors
Massachusetts
$554K
MSFS
90
Main Street Financial Solutions
Pennsylvania
$549K -$32.9K -1,214 -6%
CWS
91
Cypress Wealth Services
California
$539K -$41.8K -1,542 -7%
QCM
92
Quest Capital Management
Texas
$511K
DADC
93
D.A. Davidson & Co
Montana
$502K
DP
94
Dearborn Partners
Illinois
$494K +$21.3K +785 +4%
BEI
95
Benjamin Edwards Inc
Missouri
$490K +$16.2K +599 +3%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$479K -$555K -20,487 -56%
APP
97
Avantax Planning Partners
Iowa
$472K +$24.2K +894 +5%
CAM
98
Claret Asset Management
Quebec, Canada
$462K +$264K +9,735 +130%
EWA
99
EP Wealth Advisors
California
$459K
FNB
100
Farmers National Bank
Kentucky
$440K +$65.7K +2,426 +17%

IBDQ Hedge Fund Activity: Q1 2021 in Review

147 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2021, worth a combined $732M — up 9% from $671M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDQ positions and 11 closed out — a net gain of 3 holders — while 80 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.6M. The largest seller was Trust Company of Kansas, exiting entirely with an estimated $13.4M sold.

  • 147 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2021, up from 146 in Q4 2020.
  • Funds reported $732M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2021, up 9% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2021 and 11 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2021 was Aptus Capital Advisors, an estimated $13.6M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2021 was Trust Company of Kansas, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2021.